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Showing 91 - 100 of 3945 results for "financial planning"

ESSSuper faces class action threat over unpaid super

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... to ensuring that members receive what they were entitled to. "Superannuation is the most important aspect of financial planning for retirement in Australia and it's a basic expectation of workers that superannuation is paid correctly," Sharma said. In ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
... expands Count's Services segment proposition to complement existing group services that support accounting and financial planning (IT and offshore capabilities), along with actuarial certificates, SMSF and tax training/education," Count said. However ...

Former adviser slapped with 12 charges

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... platform. His family and friends also lost money from the scam. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... those in South Australia, will benefit greatly from their appointment to our network." This year, former AMP Financial Planning licensee Tailored Lifetime Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... said the strong adoption of managed accounts reflected their ability to support advisers' holistic approach to financial planning. "Fifty-nine per cent of advisers cite 'freeing up their time' as one of the main upsides of using managed accounts with ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial Planning. "After successfully executing four strategic mergers and acquisitions within the last eight months, three of those being ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... Tailored Lifetime Solutions is the latest firm to join Count's national advice community, switching from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
... with new investment and capital markets, and client coverage specialists. Deniz Kilic, previously with Prime Financial Planning, has joined VanEck's sales team as a business development associate, focusing on expanding the client base in New South Wales ...

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ...

Count drops $4.1m on SMSF services company

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... company that provides offshore SMSF services out of India, with an aim to expand its services segment to support financial planning and accounting businesses. Count will acquire 51% of the business based on an enterprise valuation of $4.1 million. Count ...